Summit Trail Advisors provides investment advice and financial planning to individuals, businesses, trusts, estates, charitable organizations, and retirement plans. Summit Trail offers both discretionary and non-discretionary investment advisory services. Financial planning services include estate, tax, and insurance planning. They may recommend independent investment managers for specialized services. They also offer family office services.
Fee Structure
Summit Trail charges an annual fee based on a percentage of the assets they manage. This fee can range up to 1.50% annually, depending on the complexity of the services, the amount of assets managed, and the overall relationship. The fee is calculated quarterly in advance, and reconciliations are performed to capture any differences in market value. The management fee is negotiable depending on individual client circumstances.